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Cooper Investors’s Equifax EFX Stock Holding History

Cooper Investors’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,412
Closed -$5.03M – 46
2025
Q2 		$5.03M Sell
19,412
-899
-4% -$229K 0.92% 36
2025
Q1 		$4.95M Buy
20,311
+2,371
+13% +$596K 0.8% 35
2024
Q4 		$4.57M Buy
+17,940
New +$4.81M 0.72% 38

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Cooper Investors's EFX Position: Q3 2025 in Review

Cooper Investors sold out of Equifax (EFX) in Q3 2025, closing a stake of 19,412 shares — an estimated $5.03M sold.

Cooper Investors first reported a position in EFX in Q4 2024 and held it in 3 quarters. The position peaked at $5.03M in Q2 2025. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Cooper Investors reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • Cooper Investors sold 19,412 Equifax shares in Q3 2025, an estimated $5.03M.
  • Cooper Investors first reported a position in Equifax in Q4 2024 and held it in 3 quarters.
  • Cooper Investors's Equifax position peaked at $5.03M in Q2 2025.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Cooper Investors's 13F filing for Q3 2025, filed 16 Oct 2025.